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LIBERTON FINANCIAL LLC

Advisory

CA

Data as of Jun 12, 2025 · Source: SEC Form ADV

Rank in CA
#5,429
of 5,480 advisers by AUM
Average account
$13K
across 7 accounts
AUM per adviser
$90K
1 adviser

Source: SEC Form ADV. Figures as filed Jun 12, 2025.

Total AUM
$90K
Discretionary %
100%
Clients
7
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$90K
Discretionary AUM$90K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients7
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

NOOR FINANCIAL SERVICES LLC
$90K
BMCM FINANCE
$88K
PMREALTY ADVISORS, INC.
NEWPORT BEACH, CA
$86K
-99.3% 1Y
SVIM / MSM II, LLC
SANTA MONICA, CA
$95K
-91.8% 1Y
PAIR LENDING LLC
SAN FRANCISCO, CA
$81K
PI CAPITAL INC.
LOS ANGELES, CA
$100K
0.0% 1Y

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